SWM
FAF icon

Spire Wealth Management’s First American FAF Stock Holding History

Spire Wealth Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13
Closed -$794 – 2269
2024
Q1 		$794 Sell
13
-7
-35% -$413 ﹤0.01% 2237
2023
Q4 		$1.21K Buy
+20
New +$1.14K ﹤0.01% 2233
2022
Q1 		– Sell
-54
Closed -$4K – 2636
2021
Q4 		$4K Buy
+54
New +$4.03K ﹤0.01% 2622
2021
Q2 		– Sell
-132
Closed -$8K – 2698
2021
Q1 		$8K Buy
+132
New +$7.21K ﹤0.01% 2472

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Spire Wealth Management's FAF Position: Q2 2024 in Review

Spire Wealth Management sold out of First American (FAF) in Q2 2024, closing a stake of 13 shares — an estimated $794 sold.

Spire Wealth Management first reported a position in FAF in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 388 funds tracked by Wall St. Rank hold FAF as of Q2 2024.

  • Spire Wealth Management reported no remaining First American position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 13 First American shares in Q2 2024, an estimated $794.
  • Spire Wealth Management first reported a position in First American in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's First American position peaked at $8K in Q1 2021.
  • 388 funds tracked by Wall St. Rank held First American as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.